top of page

All Posts

Tax-Smart Exit Strategies & Charitable Giving with a CRT

Tax-Smart Exit Strategies & Charitable Giving with a CRT

Tax-Smart Exit Strategies & Charitable Giving with a CRT

Business Exit Planning

Dec 23, 20254 min read

Corporate Giving vs. Cause Marketing

Corporate Giving vs. Cause Marketing

Corporate Giving vs. Cause Marketing

Giving & Corporate Strategy

Dec 17, 20253 min read

Gifts of gold

Gifts of gold

The Glittering Gift of Gold

Complex Asset Giving

Dec 15, 20252 min read

many choices of charities

many choices of charities

Finding Your Purpose – A Retiree’s Guide to Meaningful Giving

DAF Donors as Reliable Givers

Dec 13, 20254 min read

The maze of charitable planning

The maze of charitable planning

Better Giving in your Golden Years

DAF Donors as Reliable Givers

Dec 9, 20253 min read

Giving Tuesday

Giving Tuesday

Giving Tuesday & The Generosity Season

DAF Donors as Reliable Givers

Dec 4, 20253 min read

A busy downtown filled with shoppers

A busy downtown filled with shoppers

Commerce, Community & Charitable Giving

Giving & Corporate Strategy

Dec 2, 20253 min read

Oil well producing charitable giving

Oil well producing charitable giving

Mineral Rights & Royalties: Why Charitable Wealth May Be Under Your Feet

Complex Asset Giving

Nov 28, 20254 min read

Crypto is a new source of charitable giving

Crypto is a new source of charitable giving

Crypto is Not Cryptic: A New Way to Give Better

Complex Asset Giving

Nov 25, 20253 min read

Employees volunteering at a food pantry

Employees volunteering at a food pantry

More Than Money: The New Currency of Happy Employees

Giving & Corporate Strategy

Nov 20, 20253 min read

Purpose & Profit: Beyond the Bottom Line

Purpose & Profit: Beyond the Bottom Line

Purpose & Profit: Beyond the Bottom Line

Giving & Corporate Strategy

Nov 17, 20253 min read

Choosing the Charitable Giving Vehicle That’s Right for You

Choosing the Charitable Giving Vehicle That’s Right for You

Choosing the Charitable Giving Vehicle That’s Right for You

DAF Donors as Reliable Givers

Nov 13, 20254 min read

Real Estate - Turning Property into Purpose

Real Estate - Turning Property into Purpose

Real Estate - Turning Property into Purpose

Complex Asset Giving

Nov 11, 20253 min read

5 piggy banks

5 piggy banks

The “Preferred Five”: How To Become a Charity That Donors Want to Give to Again and Again

DAF Donors as Reliable Givers

Nov 5, 20254 min read

ESOP and charitable trust

ESOP and charitable trust

ESOP and a Charitable Trust: Stronger & Better Together

Business Exit Planning

Oct 30, 20253 min read

An ESOP is an ideal way to share the wealth of a company with its employees

An ESOP is an ideal way to share the wealth of a company with its employees

The Value of an ESOP

Business Exit Planning

Oct 28, 20254 min read

Charitable Trusts: Are They The Right Choice for Your Legacy?

Charitable Trusts: Are They The Right Choice for Your Legacy?

Charitable Trusts: Are They The Right Choice for Your Legacy?

Complex Asset Giving

Oct 22, 20253 min read

Life After the Business Sale

Life After the Business Sale

Life After the Business Sale

Business Exit Planning

Oct 21, 20253 min read

A combine harvesting grain

A combine harvesting grain

Better Giving Through Gifts of Grain

Complex Asset Giving

Oct 16, 20253 min read

Leveraging Life Insurance for Better Giving

Leveraging Life Insurance for Better Giving

Leveraging Life Insurance for Better Giving

Complex Asset Giving

Oct 15, 20253 min read

bottom of page